ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,772 | +62.7% | 52,729 | +72.3% | 0.01% | +100.0% |
| Q2 2023 | $1,089 | +25.0% | 30,597 | +24.0% | 0.00% | 0.0% |
| Q1 2023 | $871 | +27.9% | 24,671 | +17.4% | 0.00% | +50.0% |
| Q4 2022 | $681 | -99.8% | 21,021 | +60.8% | 0.00% | +100.0% |
| Q3 2022 | $404,000 | 0.0% | 13,071 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $404,000 | -9.6% | 13,071 | +7.9% | 0.00% | 0.0% |
| Q1 2022 | $447,000 | -36.4% | 12,116 | -32.1% | 0.00% | -50.0% |
| Q4 2021 | $703,000 | +14.1% | 17,852 | +9.7% | 0.00% | 0.0% |
| Q3 2021 | $616,000 | – | 16,270 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ENZI WEALTH | 541,218 | $17,638,000 | 8.64% |
| Interchange Capital Partners, LLC | 281,698 | $7,825,000 | 8.58% |
| Unison Advisors LLC | 1,528,389 | $42,458,000 | 7.86% |
| Richard P Slaughter Associates Inc | 611,136 | $16,977,000 | 7.10% |
| Integrity Financial Corp /WA | 239,422 | $6,651,000 | 6.97% |
| Retirement Planning Group, LLC | 1,796,875 | $49,917,000 | 6.28% |
| Allen Capital Group, LLC | 888,886 | $24,693,000 | 5.66% |
| BRR OpCo, LLC | 1,457,255 | $40,483,000 | 4.97% |
| TOBIAS FINANCIAL ADVISORS, INC. | 504,509 | $14,015,000 | 4.94% |
| Richard Bernstein Advisors LLC | 7,022,461 | $195,084,000 | 4.87% |